KW Institutional

We specialise in the management of surplus cash funds for institutions, both on a discretionary and an advisory basis.

KW Institutional works with some of the UK’s largest building societies, universities, charities and friendly societies.

We focus on client specific investment solutions to meet your individual objectives and understand your risk appetite, expected cash flows and investment restrictions. From this we can create a varied portfolio, using a range of assets that can be easily realised to ensure maximum liquidity whilst seeking the highest appropriate yield.

Click here to contact us or call 01732 758655

The value of investments and any income from them can fall and you may get back less than you invested. KW, KW Wealth, KW Protect, KW Wellbeing, KW Institutional, KW Partner and KW Private Office are trading names of KW Wealth Planning Limited (registered number 01265376), KW Investment Management Limited (registered number 06931664 ) and KW Trading Services Limited (registered number 03109469) which is a member of the London Stock Exchange. Each of these companies is authorised and regulated by the Financial Conduct Authority and has its registered office at 13 Austin Friars London EC2N 2HE. KW investment Management Limited is also regulated in South Africa by Financial Sector Conduct Authority. All these companies are wholly owned subsidiaries of European Wealth Group Limited (registered number 42316) which is incorporated in Guernsey with registered office at Regency Court, Glategny Esplanade, St Peter Port, Guernsey, GY1 1WW.